After you have completed the setup steps outlined in the Getting started with Workpapers CS topic, you will be ready to begin processing data for an engagement in Workpapers CS. The following topics explain many of the procedures you will use as you process engagements using the flexible Workpapers Dashboard.

1040 tax workflow and source document processing

The Source Document Processing service of Workpapers CS is not automatically included with Software as a Service (SaaS) access; the service includes either a per-client fee or an annual renewable fee for unlimited access. For pricing details, please contact your CS Sales representative.